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Wilmington Savings Fund Society’s Coca-Cola KO Stock Holding History

Wilmington Savings Fund Society’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Buy
175,946
+9,171
+5% +$724K 0.32% 69
2026
Q1 		$12.7M Buy
166,775
+25,762
+18% +$1.95M 0.3% 76
2025
Q4 		$9.86M Sell
141,013
-3,854
-3% -$269K 0.23% 86
2025
Q3 		$9.61M Sell
144,867
-42,256
-23% -$2.91M 0.23% 86
2025
Q2 		$13.2M Sell
187,123
-7,084
-4% -$505K 0.24% 82
2025
Q1 		$13.9M Sell
194,207
-2,667
-1% -$178K 0.26% 80
2024
Q4 		$12.3M Buy
196,874
+4,637
+2% +$303K 0.22% 89
2024
Q3 		$13.8M Buy
192,237
+132,701
+223% +$9.09M 0.25% 86
2024
Q2 		$3.79M Sell
59,536
-2,155
-3% -$133K 0.15% 121
2024
Q1 		$3.77M Buy
+61,691
New +$3.71M 0.14% 129
2023
Q3 		$3.83M Sell
68,333
-477
-0.7% -$28.6K 0.17% 120
2023
Q2 		$4.14M Sell
68,810
-1,362
-2% -$84.7K 0.17% 120
2023
Q1 		$4.35M Sell
70,172
-1,196
-2% -$72.4K 0.19% 117
2022
Q4 		$4.54M Sell
71,368
-2,280
-3% -$138K 0.21% 115
2022
Q3 		$4.13M Buy
73,648
+1,057
+1% +$65.7K 0.2% 113
2022
Q2 		$4.57M Sell
72,591
-1,735
-2% -$110K 0.21% 111
2022
Q1 		$4.61M Sell
74,326
-1,192
-2% -$72.5K 0.18% 118
2021
Q4 		$4.47M Sell
75,518
-406
-0.5% -$22.6K 0.16% 127
2021
Q3 		$3.98M Buy
75,924
+1,280
+2% +$71.4K 0.15% 129
2021
Q2 		$4.04M Sell
74,644
-1,116
-1% -$60.7K 0.15% 131
2021
Q1 		$3.99M Sell
75,760
-4,992
-6% -$251K 0.16% 128
2020
Q4 		$4.43M Sell
80,752
-2,980
-4% -$154K 0.19% 115
2020
Q3 		$4.13M Sell
83,732
-7,658
-8% -$368K 0.19% 119
2020
Q2 		$4.08M Sell
91,390
-4,722
-5% -$217K 0.2% 120
2020
Q1 		$4.25M Buy
96,112
+35,006
+57% +$1.89M 0.25% 109
2019
Q4 		$3.38M Sell
61,106
-332
-0.5% -$17.9K 0.17% 128
2019
Q3 		$3.34M Sell
61,438
-525
-0.8% -$28.1K 0.18% 125
2019
Q2 		$3.15M Sell
61,963
-6,364
-9% -$312K 0.17% 132
2019
Q1 		$3.2M Sell
68,327
-1,570
-2% -$73.4K 0.17% 131
2018
Q4 		$3.31M Sell
69,897
-204
-0.3% -$9.76K 0.2% 128
2018
Q3 		$3.24M Sell
70,101
-1,935
-3% -$88.4K 0.17% 138
2018
Q2 		$3.16M Buy
72,036
+141
+0.2% +$6.09K 0.18% 141
2018
Q1 		$3.12M Sell
71,895
-677
-0.9% -$30.4K 0.18% 140
2017
Q4 		$3.33M Sell
72,572
-2,325
-3% -$107K 0.18% 141
2017
Q3 		$3.37M Sell
74,897
-10,791
-13% -$491K 0.19% 141
2017
Q2 		$3.84M Sell
85,688
-1,176
-1% -$52K 0.23% 130
2017
Q1 		$3.69M Sell
86,864
-2,266
-3% -$94.5K 0.22% 130
2016
Q4 		$3.69M Buy
89,130
+6,509
+8% +$271K 0.23% 127
2016
Q3 		$3.5M Sell
82,621
-3,262
-4% -$143K 0.22% 132
2016
Q2 		$3.89M Sell
85,883
-2,900
-3% -$131K 0.25% 118
2016
Q1 		$4.12M Sell
88,783
-1,126
-1% -$49K 0.26% 104
2015
Q4 		$3.86M Buy
89,909
+2,359
+3% +$100K 0.24% 118
2015
Q3 		$3.51M Sell
87,550
-850
-1% -$34K 0.22% 128
2015
Q2 		$3.47M Sell
88,400
-2,272
-3% -$92.4K 0.2% 133
2015
Q1 		$3.68M Buy
90,672
+1,437
+2% +$60.1K 0.21% 133
2014
Q4 		$3.77M Sell
89,235
-11,027
-11% -$471K 0.21% 132
2014
Q3 		$4.28M Sell
100,262
-960
-0.9% -$39.7K 0.24% 110
2014
Q2 		$4.29M Sell
101,222
-2,773
-3% -$113K 0.24% 115
2014
Q1 		$4.02M Sell
103,995
-6,950
-6% -$268K 0.23% 121
2013
Q4 		$4.58M Buy
110,945
+313
+0.3% +$12.3K 0.26% 105
2013
Q3 		$4.19M Sell
110,632
-2,588
-2% -$102K 0.26% 107
2013
Q2 		$4.54M Buy
+113,220
New +$4.69M 0.29% 93

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wilmington Savings Fund Society's KO Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Coca-Cola (KO) stake by 5.5% in Q2 2026, buying an estimated $724K and bringing the position to 175,946 shares worth $14.3M. The position accounts for 0.32% of the portfolio, ranked #69.

Wilmington Savings Fund Society first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wilmington Savings Fund Society held 175,946 shares of Coca-Cola worth $14.3M as of Q2 2026.
  • Wilmington Savings Fund Society bought 9,171 Coca-Cola shares in Q2 2026, an estimated $724K.
  • Coca-Cola made up 0.32% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #69 holding.
  • Wilmington Savings Fund Society first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.